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iShares Core Universal USD Bond ETF

734 hedge funds and large institutions have $31.5B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 260 increasing their positions, 329 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

15% less funds holding in top 10

Funds holding in top 10: 9480 (-14)

21% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 329

Holders
734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Concorde Asset Management
Michigan
$4.36M
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$4.35M
Financial Engines Advisors
228
Financial Engines Advisors
California
$4.26M
AWA
229
Arkadios Wealth Advisors
Georgia
$4.19M
MI
230
Moneywise Inc
Virginia
$4.18M
Cerity Partners
231
Cerity Partners
New York
$4.17M
TWM
232
Tradition Wealth Management
Minnesota
$4.13M
MWM
233
Maridea Wealth Management
New York
$4.13M
Natixis Advisors
234
Natixis Advisors
Massachusetts
$4.02M
FHC
235
First Heartland Consultants
Missouri
$4.01M
SRWM
236
Shira Ridge Wealth Management
California
$3.99M
LWA
237
Lifelong Wealth Advisors
Minnesota
$3.92M
WLIM
238
White Lighthouse Investment Management
Massachusetts
$3.92M
LPP
239
Life Planning Partners
Florida
$3.87M
HCM
240
Howard Capital Management
Georgia
$3.77M
CCFM
241
Clear Creek Financial Management
Washington
$3.74M
BAM
242
BOS Asset Management
Illinois
$3.73M
RWRC
243
R.W. Roge & Company
New York
$3.72M
LRIA
244
Leonard Rickey Investment Advisors
Washington
$3.7M
WA
245
Waverly Advisors
Alabama
$3.61M
TF
246
Theory Financial
Colorado
$3.6M
SPIA
247
Steward Partners Investment Advisory
New York
$3.56M
IA
248
IFG Advisory
Georgia
$3.45M
CA
249
Continuum Advisory
Idaho
$3.43M
HI
250
Harbour Investments
Wisconsin
$3.41M